Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Shea, Carr & Jewell, Inc.
EIN 20-4834444ConstructionLatest filing 2025
Plans
4
Retirement
2
$15.8M assets
Health & Benefits
2
$858K premiums
Participants
582
8730 TALLON LANE NE, SUITE 200 - LACEY, WA 985166609360-352-1465
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $15.8M assets / 310 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $858K premiums / 150 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$822K
- Dental$822K
- Vision$822K
- Prescription drug$822K
- Life$36K
- Long-term disability$36K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SCJ ALLIANCE 401(K) PLAN
401(k)
Assets$13.3M
Participants170
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$2.5M
Participants140
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SHEA CARR JEWELL, INC. HEALTH & WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$858K
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#002
SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SCJ ALLIANCE 401(K) PLAN | 401(k) | $13.3M | 170 | 2025 |
| #002 | SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $2.5M | 140 | 2025 |
- SCJ ALLIANCE 401(K) PLAN$13.3M#001 · 401(k) · 2025170
- #002 · ESOP · 2025140
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SHEA CARR JEWELL, INC. HEALTH & WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $858K | 150 | 2025 |
| #002 | SCJ ALLIANCE CONSULTING SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | Self-funded | - | $0 | 0 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025150
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans